New Client Inquiry – Tax Services Oahu

Name *

First

Last

Email *

Phone *

What type of services do you require? (please check all that apply) *

Income tax preparation AND/OR tax planning for my professional practice
I have fallen behind on my taxes and/or I need help with multiple years
I need help with something else

I am seeking help because (please check all that apply) *

I received a letter or I am being audited
I need to review and/or amend a previously filed tax return
I need help with payroll or bookkeeping
I need help with Hawaii GE or TA taxes.
I need help with something else

Investment / Stock / Crypto *

I do not have any investment income or activity.
I have a few accounts with interest, dividends, or stock trades with limited/simple activity
I have several accounts with moderate activity
I have extensive investment activity, K1 investments, and/or crypto-trading

Do you have property that you rent out to others? If so, how many? *

Do you have rental properties, K1 investments, or activity in states other than Hawaii? If so, how many states other than Hawaii? *

Do you have income from self-employment, business, contracting, cash sales, and/or have you received form 1099NEC? *

Yes
No

Do you have an s corporation, multi-member LLC, or a partnership? *

Yes
No
Not yet, but I need advice about these items.

Who prepared your taxes in the previous year? *

Self Prepared / Software / Online
CPA / EA / Attorney
Other / Non-Credentialed Preparer

Why are you seeking a new professional? Was your prior professional not providing satisfactory services? *

Are you OK with or do you prefer online/paperless services? *

Yes – I prefer electronic / paperless services. I do not need to drop off documents or come in person.
In general, I prefer electronic / paperless services. I do not need to drop off documents or come in person. But maybe I want to come and meet you first. Or I’d like to come in once in a while for tax planning/other meetings.
Not really – but maybe I’m willing to give it a try if availability is a concern.
No, I absolutely require an in person appointment and / or I have physical documents to drop off.

Please note that our turnaround time around the deadlines can be a few weeks and clients who are not early in the tax season or are not quick to respond might need an extension. *

I understand. I’ll either be early, fast to respond, or I’ll be OK with an extension.
I’d very much rather not file an extension, but if it comes down to it, I will authorize you to file an extension on my behalf but only if it is absolutely necessary.
I prefer an extension (note: we will still need client documents by the 23th of March to calculate extension payment estimates).
I am not OK with an extension under ANY circumstance.

Please check all that apply: *

I have FOREIGN (non-US) bank accounts, business, investments, trusts, gifts, retirement, or other foreign interests.
I claim an exemption under the Military Spouse Relief Act or I have a military home of record in another state.
I am facing bankruptcy, insolvency, or I need a reduction of tax attributes due to the discharge of indebtedness.
I do not have any of these items.

What are your tax concerns? *

What is it that you need help with? *